Mark Hartviksen
John M. Kimpton, CFP, CLU, TEP, EPC
David Tremblett, CFP, TEP
Address
BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map
Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc. |
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Tel: (416) 359-6965 |
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E-mail: John.Kimpton@NBPCD.com |
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John
started in the Financial Planning industry in 1990 shortly after
graduating from McMaster University. He has worked both in practice and
in leadership roles with some of Canada’s most-recognized insurance
organizations, joining BMO Nesbitt Burns Financial Services Inc. in April of 2007. With over 20 years experience in the Life Insurance and Financial Planning area, John is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Life Underwriter, a Trust and Estates Practitioner and an Elder Planning Consultant. John is a member of Advocis, the CLU Institute, the Financial Planning Standards Council of Canada and the Canadian Initiative for Elder Planning Studies. With a specialty in planning for owners of private corporations, John has a keen interest in taxation and the role it plays in wealth and estate planning. He joined the firm in full partnership with Steven Smith, Estate & Insurance Advisor, Senior Vice-President in 2007 to work as specialists that create insurance solutions for clients to deliver; • corporate tax-reduction, • guaranteed income programs, • estate liquidity solutions • legacy maximization, • wealth transition, and, • Family estate equalization. |